Saputo delivered a nearly 30% total return in four months, driven by strong cash flow, dividends, and buybacks, easily outpacing the S&P 500. Q1 FY 2026 showed EBITDA growth across all segments, margin expansion, and benefits from cost-cutting and recent U.S. regulatory changes. Free cash flow remains robust, supporting ongoing shareholder returns and debt reduction; I project a continued 8%+ annual yield via dividends and buybacks.
Saputo Inc. (OTCPK:SAPIF) Q1 2026 Earnings Conference Call August 8, 2025 8:30 AM ET Company Participants Carl Colizza - President, Interim COO & CEO Maxime Therrien - CFO & Secretary Nicholas Estrela - Director of Investor Relations Conference Call Participants Christopher Li - Desjardins Securities Inc., Research Division Étienne Ricard - Unidentified Company Irene Ora Nattel - RBC Capital Markets, Research Division John Zamparo - Scotiabank Global Banking and Markets, Research Division Mark Robert Petrie - CIBC Capital Markets, Research Division Michael Van Aelst - TD Cowen, Research Division Vishal Shreedhar - National Bank Financial, Inc., Research Division Operator Hello, and welcome to the Saputo First Quarter 2026 Financial Results Call. All lines have been placed on mute to prevent any background noise.
Saputo's FY 2025 results show strong organic growth, robust free cash flow, and successful restructuring, despite headline EPS misses from non-cash charges. The company is delivering nearly 8% annualized returns to shareholders via dividends and buybacks, with further upside from a $30 price target (15% above current levels). Saputo's balance sheet is cleaner after significant deleveraging, and operational improvements position it well against industry headwinds and tariff risks.
| Food Products Industry | Consumer Staples Sector | Mr. Carl Colizza CEO | OTC PINK Exchange | CA8029121057 ISIN |
| CA Country | 19,600 Employees | 17 Jun 2025 Last Dividend | 30 Sep 2014 Last Split | 15 Oct 1997 IPO Date |
Saputo Inc. is a global leader in the dairy industry, with a vast presence in Canada, the United States, Argentina, Australia, and the United Kingdom. The company is specialized in producing, marketing, and distributing a wide range of dairy products. Founded in 1954, Saputo has grown to become one of the top dairy processors in the world, offering an extensive portfolio of products under numerous renowned brands. It caters to a diverse clientele across retail, foodservice, and industrial segments, distinguishing itself through a commitment to quality, innovation, and customer service. Headquartered in Montreal, Canada, Saputo continues to expand its global footprint, leveraging its vast experience and expertise to meet the ever-evolving demands of the dairy sector.
Saputo Inc. offers a comprehensive array of dairy products and services that cater to various customer needs across the globe. These include:
The company markets its products under a host of well-established brands, including but not limited to Saputo, Alexis de Portneuf, Armstrong, Cathedral City, Dairyland, and Woolwich Goat Dairy. Through this diverse product portfolio, Saputo Inc. serves an extensive customer base in the retail, foodservice, and industrial sectors worldwide.